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Brilliant Investment Thinking by Advisers for Advisers.
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Pandemic hindsight reiterates the value of advice

Global asset manager Natixis Investment Managers recently released their latest Global Investor Survey. Undertaken with the support of CoreData Research, the...

FASEA exam extended nine months*, waiting period waived

The Federal Government’s sympathy for the under-pressure financial advice industry was exhibited once again this week, with Jane Hume, the Minister for...

Opportunity for those who remain as adviser exodus continues

The Musical Chairs report released by Adviser Ratings offers insightful data on the wealth management industry after undergoing significant changes over the...

Another step forward for the simplification of advice regulation

The Federal Government has quietly passed several previously flagged changes to the financial advice industry. The majority appear to be a positive step in the...

Aussie Super prompts more Bragg ire over New Daily

Industry fund-owned ‘The New Daily’ is once again in political hot water after a controversial deal with AustralianSuper to auto-subscribe 800,000...

ASICs releases guidance on Ongoing Fee Arrangements

The Australian Securities and Investment Commission, regulator of the financial adviser industry, this week released their long-awaited guidance regarding...

How robo-advice leads to further investments

While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new...

Limited relief offered for 'unworkable' FDS requirements

By now every adviser, licensee and paraplanner would be well aware of the impending changes to annual opt-in, consents and ‘lack of independence’...

Alignment of interests and the value of human capital

One of the boxes ticked when selecting a fund manager is whether the investment team has its own money in the strategy, or even better, has ownership in the...

Credit Masterclass Summary

This report provides a short summary of each presentation and the key learning outcomes from the Credit Masterclass.

Long-Short Masterclass Summary

This report provides a short summary of each presentation and the key learning outcomes from the Long-Short Masterclass.

AMP slashes jobs to save business

AMP’s wealth management arm will launch a cost-cutting program and make sweeping redundancies across its workforce in a bid to turn the troubled business...

A robotic future: investing in robotics, automation and AI

COVID-19 has caused the deepest liquidity squeeze since 2006, an unexpected economic shock causing an immediate deterioration in conditions.

FPA calls for 'true' professional regulation of financial advisers

As part of the government’s commitment to ensure Australian’s can access quality financial advice, a new disciplinary system for financial planners...